
How Treasury Leaders Use Generative AI to Kill Bureaucracy and Accelerate Growth with James Kelly
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In this dynamic episode of Treasury Truth or Dare, host Ernie Humphrey welcomes James Kelly, co-founder of Your Treasury and a seasoned finance leader with two decades of experience across industries like retail, media, and infrastructure.
James shares his mission to eliminate the tedious parts of Treasury through smart technology and a people-first mindset. With his background as a former group treasurer and finance director, James explores how tech, communication, and smart hiring practices can reshape the future of Treasury. Expect a thoughtful dive into career mistakes, networking hacks, and karaoke dares!
Expect to Learn:
- Why cutting the boring stuff from Treasury is good for business
- How technology unlocks strategic value and empowers small teams
- The role of communication and collaboration in financial leadership
- Why Treasury needs a clear identity to attract new talent
- How to build real connections through networking, feedback, and soft skills
- James’s biggest professional mistake and what it taught him about leadership and trust
Timestamps:
[00:00] - James Kelly’s background and vision for “Your Treasury”
[03:15] - Why Treasury needs to be fun and people focused
[05:15] - James's favorite parts of Treasury and what holds the profession back
[07:00] - The unique power of Treasury in managing an entire financial statement
[09:45] - Attracting and onboarding the next generation of Treasury professionals
[12:15] - 2008 crisis reflection: risk, insolvency, and shareholder perceptions
[14:30] - James’s guilty pleasure film
[15:30] - A daring karaoke performance
[17:30] - Networking: why it’s not just about who you know, but how you connect
[21:30] - Soft skills, cross-functional synergy & the value of relaxed environments
[26:30] - Biggest professional mistake: a costly swap deal and leadership under pressure
[31:00] - James’s final thoughts: why this is the most exciting era for Treasury
Follow Guest James Kelly:
LinkedIn: https://www.linkedin.com/in/james-kelly-treasury/
Company Socials:
Website: https://yourtreasury.ai/en/content/